Capital Advisory Group Advisory Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.62M | Buy |
32,991
+2,090
| +7% | +$166K | 0.94% | 32 |
|
2025
Q1 | $2.44M | Buy |
30,901
+175
| +0.6% | +$13.8K | 0.93% | 38 |
|
2024
Q4 | $2.4M | Buy |
30,726
+4,578
| +18% | +$357K | 0.86% | 37 |
|
2024
Q3 | $2.08M | Buy |
26,148
+2,349
| +10% | +$187K | 0.83% | 40 |
|
2024
Q2 | $1.84M | Buy |
23,799
+2,275
| +11% | +$176K | 0.79% | 39 |
|
2024
Q1 | $1.66M | Sell |
21,524
-181
| -0.8% | -$14K | 0.79% | 38 |
|
2023
Q4 | $1.68M | Sell |
21,705
-1,070
| -5% | -$82.8K | 0.9% | 33 |
|
2023
Q3 | $1.71M | Sell |
22,775
-537
| -2% | -$40.4K | 0.97% | 32 |
|
2023
Q2 | $1.76M | Buy |
23,312
+1,291
| +6% | +$97.7K | 1.26% | 26 |
|
2023
Q1 | $1.68M | Sell |
22,021
-245
| -1% | -$18.7K | 1.01% | 29 |
|
2022
Q4 | $1.67M | Sell |
22,266
-17,923
| -45% | -$1.35M | 1.14% | 26 |
|
2022
Q3 | $2.99M | Sell |
40,189
-3,385
| -8% | -$251K | 2.07% | 7 |
|
2022
Q2 | $3.35M | Sell |
43,574
-3,962
| -8% | -$305K | 2% | 8 |
|
2022
Q1 | $3.71M | Buy |
+47,536
| New | +$3.71M | 1.72% | 12 |
|
2021
Q4 | – | Sell |
-99,081
| Closed | -$8.17M | – | 486 |
|
2021
Q3 | $8.17M | Sell |
99,081
-11,365
| -10% | -$937K | 2.96% | 4 |
|
2021
Q2 | $9.14M | Buy |
110,446
+9,614
| +10% | +$795K | 3.32% | 4 |
|
2021
Q1 | $8.32M | Sell |
100,832
-4,779
| -5% | -$394K | 3.23% | 4 |
|
2020
Q4 | $8.79M | Sell |
105,611
-3,283
| -3% | -$273K | 3.69% | 3 |
|
2020
Q3 | $9.02M | Sell |
108,894
-656
| -0.6% | -$54.4K | 4.67% | 2 |
|
2020
Q2 | $9.06M | Buy |
109,550
+81,761
| +294% | +$6.76M | 5.06% | 2 |
|
2020
Q1 | $2.2M | Sell |
27,789
-56,246
| -67% | -$4.44M | 2.72% | 9 |
|
2019
Q4 | $6.82M | Sell |
84,035
-64,402
| -43% | -$5.23M | 3.6% | 7 |
|
2019
Q3 | $12M | Buy |
148,437
+38,774
| +35% | +$3.14M | 8.01% | 1 |
|
2019
Q2 | $8.86M | Buy |
109,663
+24,341
| +29% | +$1.97M | 5.91% | 3 |
|
2019
Q1 | $6.81M | Buy |
85,322
+552
| +0.7% | +$44K | 4.88% | 4 |
|
2018
Q4 | $6.61M | Sell |
84,770
-30,142
| -26% | -$2.35M | 5.14% | 6 |
|
2018
Q3 | $8.98M | Buy |
114,912
+1,360
| +1% | +$106K | 5.99% | 5 |
|
2018
Q2 | $8.86M | Buy |
113,552
+40,027
| +54% | +$3.12M | 6.4% | 5 |
|
2018
Q1 | $5.77M | Buy |
+73,525
| New | +$5.77M | 4.22% | 5 |
|